Customizing Screen Layout for Record Types to display in Document View – TopTeam Requirements

Overview

You can define or customize layout for a record type to display in Document View. You can specify which fields and panels should display for the record type.

Who should read this?

TopTeam Administrators

Step 1. Go to the Administration section of TopTeam Web

Step 2. Click Configure Record Type Screens

Step 3. Define Screens for Record Type

Define Screens for Record Type screen opens

Step 4. Select a record type and edit the screen “For Document Editor”

NOTE: Document View displays only Repository Artifacts. Hence, you will see For Document Editor screen already defined for Repository Artifacts record types.

Step 5. Add/remove fields

Step 6. Arrange Fields

Step 7. Edit Fields Properties

You can check Hide Caption property to hide the caption of the selected field in Document View.

Step 8. Save the changes

View the changes made to the screen layout of the record type in Document View

$C:\Users\admin\AppData\Local\Temp\SNAGHTML4e083e07.PNG$

To learn how to open Document View, click here.

Revised: September 9^th, 2020